
Michael A. Gayed
Portfolio Manager and Publisher of the Lead Lag Report, offering unique perspectives on market risks and opportunities.
Top 3 podcasts with Michael A. Gayed
Ranked by the Snipd community

14 snips
Feb 10, 2025 • 59min
Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05
Michael Gayed, Publisher of the Lead Lag Report, dives into investment strategy dynamics and market indicators. He discusses the tension between value and growth investing in a tech-centric world and critiques misleading economic narratives that affect public perception. Gayed also examines the divergence between small-cap stocks and credit spreads, reflecting on the implications of these signals for investors. With a touch of humor, he underscores the unpredictable nature of financial markets and the significance of navigating time in investing.

8 snips
Mar 31, 2025 • 44min
The Real Risk for Markets Isn’t Tariffs: It’s Japan! | Michael Gayed
Michael Gayed, a Portfolio Manager and Publisher of the Lead Lag Report, dives into the overlooked risks threatening markets. He argues that investors are fixating on tariffs while Japan's monetary policies could trigger a global credit event. Gayed highlights the stagnant state of small caps, the illusion of mega-cap strength, and the disconnect with junk debt. He suggests gold may not be the safe haven it once was and emphasizes the need to rethink market signals for better investment strategies.

6 snips
May 20, 2025 • 15min
Market Mayhem: Is the Worst Behind Us?
Michael A. Gayed, Publisher of The Lead-Lag Report, shares his keen market insights and macro analysis that often precede major trends. He delves into the fragility of the current market recovery, highlighting the alarming disconnect between credit spreads and small caps. Gayed identifies potential risks in diminishing gold as a safe haven asset and argues that market manipulation is unprecedented, influenced by political rhetoric. His candid thoughts on market signals and investment strategies provide a compelling look at today’s financial dynamics.